FIMVX Mutual Fund

FIMVX Mutual Fund (Fidelity Mid Cap Value Index Fund) is managed by Fidelity Investments (US) with $1.59B in net assets. FIMVX expense ratio is 0.05%, holding 716 positions across sectors including Financials, Industrials, Information Technology. Inception date: 2019-07-11.

FIMVX performance shows a YTD return of 10.03%. The 1-year return is 14.02% and the 5-year return is 7.34%. FIMVX dividend yield stands at 0.82%, paid semi-annually.

FIMVX top holdings include Phillips 66 (0.9%), Warner Bros Discovery Inc (0.7%), Hewlett Packard Enterprise Co (0.7%), Digital Realty Trust Inc. (0.6%), Allstate Corp/the (0.6%). Go to all FIMVX holdings, FIMVX sectors, or FIMVX dividends.

FIMVX can be compared against other funds. Use FIMVX overlap to find shared positions, or FIMVX vs another fund for a side-by-side view. FIMVX alternatives are available via the screener, along with tax-loss harvesting opportunities.